The founding partners offered a combined experience of over 60 years in banking, investment, wealth planning, and financial analysis. This expertise was leveraged to guide our first clients through the most volatile market since 1929.
Since inception, Haven Wealth Group has successfully managed rapid growth in both the number of relationships and assets under management. This growth rate has been the result of unique research capabilities which lead to outstanding investment results. The returns generated for our clients have validated our firm’s asset allocation strategies and stock picking prowess. Our focus on the client has been rewarded with the compliment of word of mouth referrals as well as impressive client retention.
Today, Haven Wealth Group has a well-earned reputation as a highly-regarded, ethical, and responsive Registered Investment Advisor with a proven track record. Clients continue to profit from the firm’s personal service, rigorous research and analysis, professionalism, and investment expertise. Going forward, the Haven team remains committed to using their knowledge and skills to help each individual client meet their financial goals. They are dedicated to personal long-term relationships with clients and to maintaining client communication throughout both volatile and calm market periods.